Filed July 6, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,202 | $138,385+227.5% | $184,200+146.0% | $80,874+460.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.99% | 20.02%-8.0pp | 28.80%-16.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $25,317 | $4,849+422.0% | $6,424+294.1% | $2,756+818.7% |
| Participant deferral / active EE | $11,994 | $7,073+69.6% | $9,132+31.3% | $4,297+179.1% |
| Admin fee / account holder | $37,498 | $10,483+257.7% | $13,907+169.6% | $6,935+440.7% |